DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shahram Khorram | Irvine, Ca | Dec 2, 2016 | Mar 3, 2017 |
| David Robert Wagner | Newport Beach, Ca | Dec 12, 2016 | Dec 9, 2016 |
| Nicholas K Valos | Bakersfield, Ca | Dec 14, 2016 | Dec 22, 2016 |
The rule
- Registrations ended
- Dec 2, 2016 to Dec 14, 2016
- Registered next
- Dec 9, 2016 to Mar 3, 2017
- Branch state
- CA
- Cities
- 3, most in Irvine, Ca
- Registered there that day
- 13,850 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape